StockDriftsStockDriftsTop 50 Cdm Financial Counseling Services, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | 11.93% | 19.2K | $12.5M | -1.29%(-251) | $674.05(+7.38%) | 2026-03-31 | |
| XLK | SELECT SECTOR SPDR TR | 8.45% | 66.5K | $8.8M | -0.08%(-50) | $142.45(+16.27%) | 2026-03-31 | |
| VTI | VANGUARD INDEX FDS | 5.96% | 18.8K | $6.2M | +1.74%(+321) | $331.66(+7.64%) | 2026-03-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 5.21% | 25.3K | $5.4M | +3.54%(+865) | $217.77(+5.10%) | 2026-03-31 | |
| XLC | SELECT SECTOR SPDR TR | 3.82% | 36.0K | $4.0M | +0.83%(+296) | $118.01(-2.02%) | 2026-03-31 | |
| MGK | VANGUARD WORLD FD | 3.48% | 9.9K | $3.6M | +2.50%(+241) | $81.43(+4.59%) | 2026-03-31 | |
| VYM | VANGUARD WHITEHALL FDS | 3.36% | 23.7K | $3.5M | -3.72%(-918) | $142.24(+9.91%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.36% | 9.5K | $3.5M | +6.83%(+606) | $496.06(-17.07%) | 2026-03-31 | |
| XLY | SELECT SECTOR SPDR TR | 2.3% | 21.9K | $2.4M | +2.19%(+470) | $119.50(-1.20%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 2.26% | 3.9K | $2.4M | +10.56%(+377) | $619.05(+7.47%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | -0.50% | -1.50% |
| Top 20 Holdings Unweighted | +0.40% | +1.20% |
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